Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Graybeal is a registered investment advisor representative with Sanctuary Advisors, LLC, and has been in the industry since 1987. Susan is active in 52 states and Puerto Rico and has a diverse background, specializing in various aspects of financial planning, portfolio management, and pension consulting. Susan has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
07/24/2020 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
TX
01/07/2010 - 07/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
07/14/2008 - 11/09/2009
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
TX
03/04/1987 - 07/18/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
IA
Issued 01/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Graybeal is the right advisor for you? Invested Better is here to help.
